Insurance Account Executive

Western Financial Group; Bolton; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Insurance Account Executive to join its dynamic team. This role offers the opportunity to leverage your insurance expertise to acquire new clients and provide them with essential coverage. With a focus on flexibility, you will enjoy remote/hybrid work options while being part of a supportive environment that values personal development and community engagement. The ideal candidate will possess strong sales skills, an entrepreneurial mindset, and a passion for helping others. Join a forward-thinking organization committed to diversity and wellness, and take your career to new heights.

Benefits

Paid Licensing and Training

Comprehensive Health Benefits

Vacation and Wellness Days

Savings Plans

Qualifications

• Passion for helping people protect what matters most.
• Results-driven with excellent communication skills.

Responsibilities

• Prospect and upsell to clients across all lines of business.
• Maintain work-life balance with flexible scheduling to meet sales targets.
• Foster client retention by building strong relationships.

Skills

Sales Skills

Interpersonal Communication

Problem-Solving Skills

Adaptability

Education

RIBO License

Job description

Join to apply for the Insurance Account Executive role at Western Financial Group.

As one of Canada's largest insurance providers, Western Financial Group has over 220 locations across Canada and more than 2,100 team members. Our actions are guided by our principles of Truthfulness, Fairness, Value, and Loyalty, focusing on delivering the right insurance solutions to help our customers live confidently.

Insurance Account Executive

In this role, you will leverage your insurance expertise to prospect and acquire new clients, ensuring they have the coverage they need. This position offers remote/hybrid work, with paid licensing and training.

Typical Daily Responsibilities

1. Prospect and upsell to clients across all lines of business.
2. Maintain work-life balance with flexible scheduling to meet sales targets.
3. Generate quality new business through networking and building referral sources.
4. Foster client retention by building strong relationships and providing quality advice.
5. Navigate multiple online insurance portals for customer applications.
6. Meet and exceed sales and retention goals.
7. Collaborate with underwriters to meet guidelines.
8. Coordinate between clients and insurance partners to ensure fair representation.
9. Engage in continuous self-development through industry involvement and courses.

What You Bring to the Role

• A passion for helping people protect what matters most.
• A self-motivated, entrepreneurial mindset with unlimited earning potential.
• Results-driven sales skills and excellent interpersonal communication.
• Ability to communicate professionally in various formats.
• Strong problem-solving skills and adaptability.
• RIBO license and industry knowledge are assets; if unlicensed, training will be provided, and licensing obtained within three months.

Hours: 40 hours/week

Location: Remote/Hybrid in Greater Toronto Area, ON

Compensation: Guaranteed income plus commission on new business and renewals.

Requisition #: 81521

Additional Notes

If you’re excited about this role but don’t meet every requirement, we encourage you to apply. You might be the right fit for this or other roles within Western Financial Group.

We are committed to diversity, inclusion, and authenticity in our workplace. For questions or accommodations, please contact us.

Health and Wellness

We offer comprehensive programs, including vacation, wellness days, savings plans, and employer-paid benefits, supporting our employees’ well-being.

Community Engagement

Supporting local communities is integral to our culture through the Western Financial Group Communities Foundation.